Adding a Scenario

Click Copy Scenario to create a scenario based on the selected scenario.

When creating a scenario, you are prompted to enter a Scenario Name and Edit Rights.

The scenario's creator is assigned edit rights by default.

Assign edit rights to any other users that should also be permitted to modify data in the new scenario.

Edit rights and other scenario properties may be modified by the scenario's creator and users with the Administrator access level.

Select Extract data for external reporting to include the scenario in the reporting database for external reporting. Up to ten scenarios may be included. This option is only available when the Activate reporting database to provide planning data for external access option is checked under Reporting Data in the report manager.

Set a scenario to Archived if you are no longer working with it but still want to keep it. Archived scenarios can no longer be opened and will no longer be available in the scenario menu and for reporting. They will be displayed in gray in the scenario manager and can be hidden there as well by selecting Hide archived in the View menu.

Freezing a Scenario

Click Freeze to remove all edit rights from the selected scenario.

This requires ownership for that scenario or the Administrator access level.

Frozen scenarios can no longer be edited by any user until edit rights are reassigned.

Unfreezing a Scenario

Reassign edit rights to a scenario via its properties to unfreeze it, making it editable again.

Like freezing a scenario, this requies ownership for the scenario or the Administrator access level.

Submitting a Scenario as Plan of Record

Click Submit Scenario as Plan of Record to submit the selected scenario as the new plan of record. This requires the Administrator or Data Manager access level as well as the Edit Plan of Record right.

The current plan of record will be replaced by the selected scenario.

The selected scenario remains and can be used for further planning; changes made in the plan of record will not be transferred to this scenario.

NOTE: there is no automatic backup of the current plan of record. To keep the details of the current plan, create a new scenario as a copy of the plan of record (which will have all the information contained within the plan of record), before you submit your selected scenario as the new plan of record.

Hiding Scenarios

In the View menu, select whether to display all scenarios (Show all), only those that have not been archived via the Archived option (Hide archived) or only those that have been included in the external reporting database via the Extract data for external reporting option (Available for reporting).

Editing a Scenario

Edit Scenario: Hover a scenario and click on the pen icon to edit that scenario. This requires ownership or the Administrator access level. See the Edit Scenario article for details.

Deleting a Scenario

Delete Scenario: Hover a scenario and click on the garbage can icon to delete that scenario. This requires ownership or the Administrator access level.

Opening or Closing a Scenario

Double-click a scenario or select it and click Apply to close the scenario manager and open that scenario.

Click End Scenario Mode to close the scenario manager, end the scenario mode as well as any active scenario comparison active scenario and work with the plan of record again.

Once you have selected a scenario in the scenario manager, it will also be available for selection in the scenario menu in the header. When a scenario is active, you may also select the Plan of Record there to end the scenario mode.

Starting or Ending the Scenario Comparison

Select an active scenario and a comparison scenario or the plan of record and click Apply to close the scenario manager and activate the scenario comparison.

Select None and click Apply to close the scenario manager and end the scenario comparison.

While the scenario comparison is active, you have access to the scenario comparison menu in the header. Here, you may select one of the five last compared scenarios, open the scenario manager via Manage Scenarios or end the scenario comparison.

When the comparison isn't active, you have to open the scenario manager by selecting Manage Scenarios in the scenario menu to start the scenario comparison.